Job Description
Managing the high net worth customers of the bank (HNI)
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the high net worth relationships
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the high net worth customers
Providing financial planning and investment advice
Responsible for revenue generation through third party product e.g. Life Insurance, General Insurance, Mutual Fund, Broking A/C, Gold, Home Loan, LAP, and Credit Card etc
One point contact for all requirements of High Net Worth customers in the Branch
Acquiring new High Net Worth customers to increase the Portfolio Size
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the high net worth relationships
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the high net worth customers
Providing financial planning and investment advice
Responsible for revenue generation through third party product e.g. Life Insurance, General Insurance, Mutual Fund, Broking A/C, Gold, Home Loan, LAP, and Credit Card etc
One point contact for all requirements of High Net Worth customers in the Branch
Acquiring new High Net Worth customers to increase the Portfolio Size
Salary:
INR 3,00,000 - 6,50,000 P.A
Industry:
Banking /
Financial Services /
Broking
Farea:
Sales, Retail, Business Development
Role Category:
Channel Sales
Role:
Client Relationship Manager
Keyskills:
HNIWealthwealth management mutual funds InsuranceHigh Networth Individualsinvestment productsCASAcurrent account current a / c
Desired Candidate Profile
Education:
UG - Any Graduate - Any Specialization
PG - Any Postgraduate - Any Specialization
Doctorate - Any Doctorate - Any Specialization, Doctorate Not Required
PG - Any Postgraduate - Any Specialization
Doctorate - Any Doctorate - Any Specialization, Doctorate Not Required
Managing mapped client base of the Branch.
HNI Acquisition for CASA.
Responsible for revenue generation through third party product e.g. Life Insurance, General Insurance, Mutual Fund, Broking A/C, Gold, Home Loan, LAP, and Credit Card.
Maintaining Relationship with the mapped client base for Increasing book Value.
Focusing on Deepening in existing accounts
HNI Acquisition for CASA.
Responsible for revenue generation through third party product e.g. Life Insurance, General Insurance, Mutual Fund, Broking A/C, Gold, Home Loan, LAP, and Credit Card.
Maintaining Relationship with the mapped client base for Increasing book Value.
Focusing on Deepening in existing accounts
Company Profile
Team Lease
Leading Banks in TN and Karnataka
Contact Details
Not Mentioned
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